Silver Grove Financial Group
Julianne Incardona, CDFA®, Financial Planning & Estate Services Manager
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Julianne Incardona, CDFA®

Financial Planning & Estate Services Manager

Julianne Incardona has spent over three decades in the financial industry and for her, helping people navigate their financial lives is less a career and more something woven through everything she does and everyone she serves.

She leads the Financial & Estate Planning Division at Silver Grove Financial Group, Inc., where her work spans investment management, comprehensive financial planning, estate planning, and legacy strategy. She also founded Turning Tides ~ Divorce Solutions, a specialized division offering divorce financial analysis and strategy, holding the Certified Divorce Financial Analyst (CDFA®) designation to guide that work.

At the heart of her practice is a simple belief: the people who need the most support aren't always the ones with everything in order; they're often the ones in the middle of something hard, looking for someone to help reduce the overwhelm and move forward with clarity and confidence. That's exactly where she shows up best.

Outside the office, life is full and fun! She has two dogs who think the couch is theirs, including a 100-pound American Bully with the spirit of a lap dog, and four cats—three of whom came with the house in Hartland, NY, and have never acknowledged that anyone is in charge but them. All the pets keep things lively, and the family travels together in their motorhome, affectionately known as the "party bus." Animals are always in tow, making new friends everywhere they go.

Originally from the Pacific Northwest, Julianne has called WNY home for over half her life and has earned her stripes as a die-hard Bills and Sabres fan, the kind that keeps the faith no matter the season!

She is proud to support local organizations making a difference in the community, to include the Christmas Angel Giving Program through the Family Help Center, and the Akron Canine Rescue.

Contact Julianne: 716-800-4291

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